Family Governance Framework Design
Structure and documentation of oversight and decision-making processes.
- Governance documentation support
- Decision-making frameworks and meeting discipline
- Templates for agendas, minutes and action tracking
- Oversight process alignment
Capital Oversight Coordination
Consolidated visibility across structures and advisers.
- Multi-adviser information coordination
- Governance meeting preparation support
- Periodic oversight review facilitation
- Risk visibility formatting (non-advice)
Reporting Structure & Transparency
Clear reporting formats for informed, disciplined discussion.
- Summary reporting consolidation
- Exposure and concentration overview formatting
- Documentation tracking support
Succession & Structural Coordination
Coordination support in collaboration with external advisers.
- Liaison support with accountants and legal advisers
- Structural overview documentation
- Inter-generational planning coordination support
Important note
Our services are governance and coordination focused. We do not provide financial product advice, and we do not manage investments.
Where regulated financial services are required, clients should engage appropriately licensed third parties.